EXPERIENCE
NBK CAPITAL (“NBKC”), KUWAIT: Director- Investment Banking
(Report to MD)
NBKC IS A FULLY INTEGRATED REGIONAL INVESTMENT-BANKING PLATFORM PROVIDING A SUITE OF M&A ADVISORY, ECM AND DCM SERVICES (SUBSIDIARY OF NBK) January 2020 – February 2021
- Assisted in managing the investment banking business of NBKC and the implementation of business plans and achievement of targets.
- Provided M&A strategic advice on business combinations to diverse clients across the MENA region and delivered actionable solutions to clients across different sectors.
- Assisted clients to achieve equity capital-related strategic goals, through accessing regional equity markets.
- Led transaction teams; confirming all analysis and documentation capture critical areas to ensure highest quality client deliverables.
- Developed business ideas and generated leads; led the development of sales pitches, client presentations and negotiations.
- Ensured keeping a healthy transaction pipeline and the achievement of financial targets.
- Built professional relationships with key HNW clients and corporates; utilized such relationships to promote IB services.
- Managed team effectively by allocating, monitoring and reviewing key deal matters/client relationships as well as through proactive coaching. CAPITAL INVESTMENTS (“CI”), JORDAN: Head of Corporate Finance
(Report to CEO)
CI IS A LEADING REGIONAL BOUTIQUE ADVISORY HOUSE PROVIDING COMPREHENSIVE INVESTMENT-BANKING SERVICES INCLUDING CORPORATE FINANCIAL ADVISORY September 2018 – December 2019
- Maintained a comprehensive and flexible approach tailored to accommodating the specific needs of clients.
- Provided a wide range of financial solutions to clients related to ECM, DCM, M&As, project finance and financial restructuring.
- Offered an end-to-end service, with full coordination among the teams in Amman, Dubai and Baghdad.
- Handled deal creation process by tackling viable sectors in targeted markets and upheld projects pipeline.
- Created effective coverage mechanism through market screening and sectors analysis.
- Reviewed financial models and IMs based on relevant investment criteria.
- Leveraged on existed networks with; GREs, Corporates and high NWIs in the covered markets with full coordination among Capital Group members.
- Worked to tight deadlines, upholding team morale during challenging engagements.
- Managed different teams to deliver successful transactions. MIZUHO SAUDI ARABIA (“MSAR”), KSA: Head of Corporate Finance
(Report to CEO)
MSAR IS A SUBSIDIARY OF MIZUHO FINANCIAL GROUP, ONE OF THE LARGEST FINANCIAL INSTITUTIONS IN THE WORLD, OFFERING BANKING AND FINANCIAL ADVISORY SERVICES October 2009 – August 2018
- Participated in building Mizuho Group’s Saudi strategy and provided the needed ground support towards that.
- Prioritized sectors to be targeted in the Saudi market in line with Kingdom’s NTP and Vision 2030, focusing on feasible sectors that Mizuho has record in financing/advising such as; power, petrochemicals, utilities and telecom. GHASSAN KHALIL
HEAD OF CORPORATE FINANCE
PROFILE
Over 26 years of experience filled with
impactful roles and a history of
association with reputable organizations
like: SAMA, Mizuho, NBK Capital and
Capital Investments.
A top-performing disciplined
professional, held senior management
positions throughout rich extensive
regional experience coupled with best
business practices through delivering
strategic, innovative and actionable
solutions to clients across wide range of
sectors.
Experienced in rendering
investment/financial advisory services.
Mainly, experienced in managing
projects of financial advisory to clients
seeking access to capital markets,
mergers & acquisitions advisory, project
financing and restructuring solutions.
Created and led the delivery of several
strategic and large scale projects at the
defining, implementation and closing
stages. With proven track record of
transactions related to ECM, project
finance, JV establishment, buy-side/sell-
side advisory, corporate restructuring
and DCM from origination through
execution.
Worked closely with CEOs and Board
of Directors advising on various business
implications pertaining to strategic
decisions.
PERSONAL
Nationality: Jordanian
Birth Date: May 1st 1972 – Kuwait
Marital Status: Married with two kids
CONTACT
********@*****.***
linkedin.com/in/ghassan-khalil-
1ab60616/
Amman, Jordan
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GHASSAN KHALIL
HEAD OF CORPORATE FINANCE
- Helped in enhancing Group’s banking and advisory businesses in the Saudi market through teaming-up with Dubai, London, and Tokyo teams.
- Assigned as the point of contact of certain local clients and continuously engaged in business creation and service delivery related to Saudi clients.
- Contributed to the action planning process, account planning, related to major Saudi blue-chips, including the Saudi Government.
- Provided cross-border M&A advisory service (Asia/Japan-Saudi) including; strategy creation, target selection, sell-side/buy-side, target valuation and financial modeling.
- Helped clients in identifying and establishing JVs and other alliance structures to achieve their strategic goals by leveraging on Group’s network.
- Provided restructuring services ranging from fixing underperforming business to divestiture and advised on achieving maximum value for business stakeholders.
- Partnered with sister companies in delivering services related to certain Saudi mandates, including the project finance ones.
THE INSTITUTE OF FINANCE (“IOF”), KSA: Faculty Member IOF IS THE CONSULTENCY AND TRAINING ARM OF THE SAUDI CENTRAL BANK (SAMA). WITH KEY FOCUS ON LIFTING SKILLS ACROSS SAUDI ARABIA’S FINANCIAL SERVICES SECTOR October 2004 – August 2009
- Acted as a program manager for the CME1 Program.
- Worked with the Saudi CMA on establishing accreditation for certain functions in the Saudi capital market and standardized programs that fulfill market needs.
- Designed, managed and delivered Training courses: CME1, BIC, Tadawul, Financial Statements Analysis, Principles of Corporate Finance and Securities’ Valuation.
- Taught the Financial Markets module for Finance Diploma students.
- Prepared, developed and assessed several training materials. THE SOCIAL SECURITY INVESTMENT FUND (“SSIF”), JORDAN: Equities Research/Financial Analyst
SSIF IS THE INVESTMENT ARM OF THE SOCIAL SECURITY CORPORATION, THE LARGEST PENSION FUND IN JORDAN, AN INVESTMENT AGENCY THAT MANAGES THE ASSETS OF FUND September 1994 – October 2004
- Built and maintained extensive financial valuations models.
- Evaluated new Investment proposals, and engaged continuously in research.
- Participated in the restructuring process of the equities portfolio c. USD 2b.
- Monitored the Stock Market and studied Sectoral performance.
- Advised on the stock picking criteria with regards to strategic holdings.
- Prepared "buy-side" valuation reports according to risk-return features.
- Analyzed and evaluated feasibility studies for new projects.
- Provided recommendations to the investment Commission.
- Worked on assessing International investment proposals.
- Monitored the local money market and study interest rates fluctuations.
- Prepared complete analysis for the local Banking sector.
- Issued monthly consolidated investment reports.
- Studied syndicated loan-agreements.
EDUCATION
MSC. IN CORPORATE FINANCE
UNIVERSITY OF SALFORD, UK
October 2000
AWARDED THE CHEVENING SCHOLARSHIP BY THE UK FOREIGN AND COMMONWEALTH OFFICE BACHELORS OF ACCOUNTING
MU’TAH UNIVERSITY, JORDAN
July 1994
LEADERSHIP & BUSINESS
SKILLS
Resourceful growth, expert in creating
value for the organizations by evaluating
strategic fit of opportunities and
advising on business strategies.
Forward thinking person who is team
leader and target oriented with
persistence.
Well organized with a track record
that demonstrates initiative to achieve
organizational goals.
Self-dependent, translates business
objectives to successful results through
strong analytical and problem-solving
skills.
Highly motivated with splendid inter-
personal skills with enthusiasm to drive
visions into reality and a reliable partner
to top management.
Imbibed with an energetic,
collaborative and empowering
management style to embrace and
reinforce organizational values across
clients, stakeholders, and authorities.
TRAINING COURCES
Mergers and Acquisitions,
(Euromoney) London.
Buying and selling companies, London.
CME1 Certified Trainer. (SII) London.
Investment Management Training
Course. (Merrill Lynch Investment
Managers) London.
Projects Appraisal, Financial View.
(Arab Inst. for Banking Studies).
Financial Analysis and Projects
Appraisal Using Excel. (JIM).
Investment in Fixed Income Securities.
(Financial Inv. Group) US.
Value at Risk. (Arab Inst. for Banking
Studies).
The Technical Analysis. (Arab Inst. for
Banking Studies).
Effective Presentation. (British
Council).
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GHASSAN KHALIL
HEAD OF CORPORATE FINANCE
LIST OF SPECIAL HANDLED PROJECTS
- Advised the listing of Shamal Az-Zour Al-Oula at Bourse Kuwait. (NBKC 2020)
- Advised a leading regional telecom player on the acquisition of a local Kuwaiti telecom distribution platform reaching DD phase. (NBKC 2020)
- Advised a major shareholder in a Kuwaiti retailor business on selling his stake. (NBKC 2020)
- Advised a local hospital operator on creating strategic options including selling a minority stake to a strategic partner. (NBKC 2020)
- Advised one of the largest GCC retailers on assessing its strategic options including performing a group valuation. (NBKC 2020)
- Advised one of the local family groups on divesting its Exchange business. (NBKC 2020)
- Arranged the selling of a minority stake owned by a foreign investor in one of the local listed banks, c. JD5 m, by way of a negotiated purchase with a local sovereign fund. (CI 2019)
- Arranged JD3 m local bond issuance for the benefit of a Jordanian leasing company through a private placement. (CI 2019)
- Arranged USD40 m local bond issuance for the benefit of Capital Bank through a private placement, OTC listed in ASE, involving 28 institutional investors. (CI 2019)
- Advised a distressed aluminum manufacturing facility on assessing its financing options including introducing a financial partner. (CI 2019)
- Advised a conglomerate company on divesting its renewable business to a strategic buyer. (CI 2019)
- Advised the National Water Company on the privatization program of the Saudi water sector under two separate mandates covering; the water distribution function and the establishment of three green field STPs through private sector participation program using BOT model. (MSAR 2018)
- Advised Toyobo Co. on acquiring controlling stake in a local affiliated Saudi company. (MSAR 2018)
- Advised Sankyu Southeast Asia Holding on acquiring a controlling stake in a local affiliated Saudi company. (MSAR 2018)
- Advised the Japanese Ministry of Economy, Trade and Industry (METI) on the collaboration efforts under the Saudi Japan Vision 2030, in relation to the 4th Industrial Revolution (4IR), by linking Japanese main technology providers\manufacturers and Saudi related parties, with coordination with King Abdulaziz City for Science and Technology (KACST). (MSAR 2017-2018)
- Advised on debt restructuring and debt arranging for Obiekan AGC Glass Company amounted
$20m. (MSAR 2017)
- Advised on debt restructuring and debt arranging for Saudi Orix Leasing Company amounted
$100m. (MSAR 2015-2016)
- Advised Sasakura Engineering Company and Itochu Corporation on acquiring controlling stake in a local affiliated Saudi company. (MSAR 2015)
- Provided market entry advisory for Calbee Inc to establish its business presence in Saudi Arabia. (MSAR 2015)
- Advised Toho Titanium Company on the establishment of a JV with a local Saudi partner.
(MSAR 2014)
- Advised the Japanese Ministry of Economy, Trade and Industry (METI) on the foreseeable role of the Japanese solar sector players in relation to the Saudi renewable projects. (MSAR 2014)
- Advised Toray Industries on restructuring their business activities and on building a new strategy for Saudi Arabia. (MSAR 2013)
- Advised Azbil Corporation (Yamatake) on acquiring a controlling stake in a local affiliated Saudi company. (MSAR 2012-2013)
- Advised JFE engineering Corporation on the establishment of a JV with a local Saudi partner.
(MSAR 2011-2012)
- Advised Hitachi Plant Technologies on the establishment of a JV with a local Saudi partner.
(MSAR 2011-2012)
- Advised Isuzu Motors Limited on the establishment of a mini truck factory in Saudi Arabia.
(MSAR 2011-2012)
- Advised Tokyo Marine Europe on the Initial Public Offering (IPO) of its subsidiary in the Saudi Capital Market. (MSAR 2010)
References and other documents shall be furnished upon request TECHNICAL CAPABILITIES
Hands-on experience in effectively
employing MS Office utilities (Word,
Excel and PowerPoint), and Internet
Applications to integrate multiple
business objects.
ACTIVITIES AND INTERESTS
Football • Swimming
Scuba-Diving • Chess
Movies • Travels